Your Questions Answered: Are You Fee-Only?

A question we sometimes get is, “Are you a fee-only advisor”? In other words, is all your revenue derived from fees paid to you by clients, either for planning or investment management, or do you receive any commissions from companies for distributing their financial...

Now Is a Good Time to Teach Kids About Finance

Kids often know a lot more about what’s going on in the world than we realize, even if they don’t have a handle on all the details. Any child old enough to log onto YouTube has probably seen a few eyegrabbing video thumbnails or headlines about the economy...